Upexi, Inc.

NasdaqCM:UPXI Stock Report

Market Cap: US$9.4m

Upexi Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:UPXI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Mar 24BuyUS$36,566Allan MarshallIndividual64,150US$0.57
11 Mar 24BuyUS$8,174Allan MarshallIndividual13,623US$0.60
05 Mar 24BuyUS$72,109Allan MarshallIndividual103,013US$0.70
15 Dec 23BuyUS$8,213Allan MarshallIndividual8,381US$0.98
14 Dec 23BuyUS$4,127Allan MarshallIndividual4,535US$0.91
07 Dec 23BuyUS$84,952Allan MarshallIndividual90,001US$0.94
05 Dec 23BuyUS$16,294Allan MarshallIndividual19,296US$0.84
04 Dec 23BuyUS$24,359Allan MarshallIndividual34,178US$0.71
28 Jun 23BuyUS$188,783Allan MarshallIndividual79,945US$2.43

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UPXI?
Owner TypeNumber of SharesOwnership Percentage
Private Companies5,9910.0288%
Institutions1,162,3885.58%
Individual Insiders6,858,21432.9%
General Public12,790,97361.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3%.

Top Shareholders

Top 23 shareholders own 38.56% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.1%
Allan Marshall
2,939,654US$1.3m0%no data
11.8%
Eugene Salkind
2,447,607US$1.1m0.01%no data
5.46%
Jeffrey Bishop
1,137,619US$513.6k0%no data
1.96%
Team Hewins, LLC
407,754US$184.1k-4.79%0.02%
1.47%
Andrew Norstrud
305,556US$138.0k0%no data
1.4%
The Vanguard Group, Inc.
290,938US$131.4k2.75%no data
1.03%
HighTower Advisors, LLC
214,221US$96.7k0%no data
0.44%
Geode Capital Management, LLC
92,018US$41.5k3.36%no data
0.25%
Susquehanna International Group, LLP, Asset Management Arm
51,756US$23.4k0%no data
0.15%
BlackRock, Inc.
30,510US$13.8k32.6%no data
0.13%
Lawrence Dugan
27,778US$12.5k0%no data
0.081%
State Street Global Advisors, Inc.
16,865US$7.6k0%no data
0.081%
Renaissance Technologies LLC
16,800US$7.6k57%no data
0.077%
Northern Trust Global Investments
15,950US$7.2k0%no data
0.058%
PSI Advisors, LLC
12,000US$5.4k0%no data
0.036%
Securities America Advisors, Inc.
7,500US$3.4k0%no data
0.029%
Tower Research Capital LLC
5,991US$2.7k5.64%no data
0.014%
Lord, Abbett & Co. LLC
3,000US$1.4k135%no data
0.011%
RFP Financial Group, LLC
2,222US$1.0k0%no data
0.003%
Simplex Trading, LLC, Asset Management Arm
617US$278.2-32.4%no data
0.0005%
Royal Bank of Canada, Banking & Securities Investments
105US$47.0-38.6%no data
0.00047%
Wells Fargo & Company, Private Banking and Investment Banking Arm
97US$44.21.04%no data
0.00017%
JPMorgan Chase & Co, Brokerage and Securities Investments
35US$16.052.2%no data
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy PolicyLogos provided by Clearbit
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.